Mascagni Wealth Management, Inc. J P Morgan ETF Tr Nasdaq Equit Transaction History

Mascagni Wealth Management, Inc.

  • $101 Billion
  • Q1 2025

A detailed history of Mascagni Wealth Management, Inc. transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Mascagni Wealth Management, Inc. holds 11,841 shares of JEPQ stock, worth $607,916. This represents 0.61% of its overall portfolio holdings.

Number of Shares
11,841
Previous 8,898 33.07%
Holding current value
$607,916
Previous $460,000 133193.91%
% of portfolio
0.61%
Previous 0.5%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
BUY
$51.45 - $58.51 $151,417 - $172,194
2,943 Added 33.07%
11,841 $613 Million
Q1 2025

Apr 22, 2025
SELL
$51.45 - $58.51 $151,417 - $172,194
-2,943 Reduced 24.85%
8,898 $460,000
Q4 2024

Apr 22, 2025
BUY
$53.94 - $58.15 $158,745 - $171,135
2,943 Added 33.07%
11,841 $667,000
Q4 2024

Mar 21, 2025
BUY
$53.94 - $58.15 $479,958 - $517,418
8,898 New
8,898 $502 Million

Others Institutions Holding JEPQ

# of Institutions
792
Shares Held
138M
Call Options Held
332K
Put Options Held
202K
View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

JEPQ Quotes by TradingView
  • Ticker JEPQ
  • Sector ETFs
  • Industry ETFs
More about JEPQ
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